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Distance Only Pittsford, NY
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Karen Lally (CRD# 2435281) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 25 years of experience in the finance industry.
Melinda Lenzi (CRD# 4617425) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsford, NY and has over 18 years of experience in the finance industry. Melinda Lenzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Leone (CRD# 3111303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 25 years of experience in the finance industry.
Robert Leroy (CRD# 5626015) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 13 years of experience in the finance industry.
Victoria Lethbridge (CRD# 4673334) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 19 years of experience in the finance industry.
Benjamin Levy (CRD# 5642255) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pittsford, NY and has over 13 years of experience in the finance industry.
Dean Licata (CRD# 1211246) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pittsford, NY and has over 40 years of experience in the finance industry.
Mollie Lipp (CRD# 6479088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 8 years of experience in the finance industry.
Carl Lutz (CRD# 3189104) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pittsford, NY and has over 25 years of experience in the finance industry.
Douglass Lyon (CRD# 4493774) is an Investment Advisor Representative working at Lyon Capital Management, LLC in Pittsford, NY and has 1 year of experience in the finance industry.